Birkenstock Holding plc - BIRK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Catterton Management Company, L.L.C. | History | Reduced | 71,270,287 | 2,309,870 | 97.21% | 98.76% | 1 | -28,146,226 | -28.31% | Q3 2026 | Oct 15, 2026 |
| BAMCO INC /NY/ | History | No change | 14,739,609 | 634,245 | 0.95% | 0.95% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 9,282,633 | 399,432 | 0.26% | 0.26% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 4,129,412 | 177,744 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 3,694,836 | 158,988 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,593,376 | 148,880 | 0.03% | 0.04% | 6 | -54,434 | -1.17% | Q3 2026 | Nov 04, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 2,865,895 | 123,319 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 2,786,998 | 119,924 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,183,617 | 93,961 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 2,179,036 | 93,763 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,149,317 | 92,485 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 1,967,122 | 84,645 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 2,191,375 | 71,022 | 0.02% | 0.0% | 13 | +2,163,445 | 7745.95% | Q3 2026 | Nov 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,390,500 | 59,833 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,146,255 | 49,323 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunate Capital Ltd | History | No change | 1,010,000 | 43,460 | 22.17% | 22.17% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anomaly Capital Management, LP | History | No change | 936,368 | 40,291 | 1.54% | 1.54% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 910,100 | 39,161 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 452,927 | 38,582 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 879,306 | 37,836 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 857,748 | 36,908 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 789,000 | 33,950 | 0.88% | 0.88% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 775,000 | 33,348 | 0.79% | 0.79% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artisan Partners Limited Partnership | History | No change | 754,949 | 32,485 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mediolanum International Funds Ltd | History | No change | 717,852 | 31,161 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 696,970 | 29,992 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 636,959 | 27,408 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 629,868 | 27,103 | 1.32% | 1.32% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rheos Capital Works Inc. | History | No change | 600,000 | 25,818 | 1.47% | 1.47% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 596,194 | 25,654 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMC-Chicago, LLC | History | No change | 494,700 | 21,286 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 494,333 | 21,271 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 467,900 | 20,133 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 534,656 | 17,328 | 0.01% | 0.01% | 34 | +130,118 | 32.16% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 388,778 | 16,729 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 385,000 | 16,566 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 332,473 | 14,306 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 252,919 | 10,883 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 227,178 | 9,775 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Interval Partners, LP | History | No change | 224,700 | 9,668 | 0.25% | 0.25% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pier Capital, LLC | History | No change | 224,017 | 9,639 | 1.28% | 1.28% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCP Investment, LP | History | No change | 215,000 | 9,251 | 8.53% | 8.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 283,503 | 9,188 | 0.0% | 0.0% | 43 | +153,599 | 118.24% | Q3 2026 | Nov 04, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | No change | 210,000 | 9,036 | 2.22% | 2.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 209,964 | 9,034 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 195,200 | 8,399 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 185,100 | 7,964 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 183,912 | 7,913 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | No change | 183,541 | 7,897 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 180,000 | 7,745 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 161,600 | 6,953 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 159,200 | 6,850 | 0.35% | 0.35% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 150,883 | 6,492 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 139,695 | 6,011 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 139,300 | 5,994 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 133,573 | 5,747 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crestwood Capital Management, L.P. | History | No change | 121,658 | 5,234 | 3.43% | 3.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 121,029 | 5,207 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 119,258 | 5,131 | 1.84% | 1.84% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 110,898 | 4,771 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 99,537 | 4,283 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 97,407 | 4,191 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 93,176 | 4,009 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lisanti Capital Growth, LLC | History | No change | 87,120 | 3,748 | 0.82% | 0.82% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 86,053 | 3,702 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TCW GROUP INC | History | No change | 85,100 | 3,661 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMF Tjanstepension AB | History | Added to | 108,362 | 3,512 | 0.02% | 0.01% | 67 | +71,003 | 190.06% | Q3 2026 | Oct 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 79,698 | 3,429 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 77,190 | 3,321 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 74,881 | 3,222 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summerhill Capital Management lnc. | History | Reduced | 96,784 | 3,136 | 2.37% | 3.34% | 71 | -479 | -0.49% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 72,808 | 3,132 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 72,304 | 3,111 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 63,970 | 2,752 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | No change | 78,063 | 2,530 | 0.02% | 0.03% | 75 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Aurora Investment Counsel | History | No change | 57,846 | 2,489 | 1.28% | 1.28% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 54,857 | 2,360 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT HOUSE LLC | History | Added to | 71,954 | 2,332 | 0.1% | 0.1% | 78 | +22,776 | 46.31% | Q3 2026 | Oct 21, 2026 |
| Exane Asset Management | History | New | 61,407 | 2,259 | 1.57% | — | 79 | +61,407 | New | Q3 2026 | Oct 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 52,100 | 2,241 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 51,642 | 2,222 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 50,000 | 2,151 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | Added to | 63,918 | 2,071 | 0.19% | 0.2% | 83 | +16,793 | 35.64% | Q3 2026 | Oct 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 44,907 | 1,932 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 44,641 | 1,920 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Expect Equity LLC | History | No change | 43,750 | 1,882 | 1.21% | 1.21% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 42,753 | 1,840 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Riverwater Partners LLC | History | New | 54,068 | 1,752 | 0.49% | — | 88 | +54,068 | New | Q3 2026 | Nov 03, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 40,564 | 1,745 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 40,147 | 1,742 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 37,358 | 1,607 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 34,909 | 1,502 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 33,285 | 1,432 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | No change | 33,096 | 1,424 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 32,967 | 1,418 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 32,959 | 1,418 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 30,000 | 1,290 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 28,609 | 1,231 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Added to | 36,951 | 1,197 | 0.0% | 0.0% | 99 | +5,097 | 16.0% | Q3 2026 | Nov 02, 2026 |
| Handelsbanken Fonder AB | History | No change | 27,800 | 1,196 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PEAK6 LLC | History | No change | 26,400 | 1,135 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 35,000 | 1,134 | 0.02% | 0.04% | 102 | -5,000 | -12.5% | Q3 2026 | Nov 03, 2026 |
| Aquatic Capital Management LLC | History | No change | 24,575 | 1,057 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 24,329 | 1,046 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 31,566 | 1,023 | 0.49% | — | 105 | +31,566 | New | Q3 2026 | Oct 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 23,062 | 992 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 22,355 | 961 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 22,201 | 955 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21,339 | 918 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | New | 27,938 | 905 | 0.0% | — | 110 | +27,938 | New | Q3 2026 | Oct 16, 2026 |
| J. Safra Sarasin Holding AG | History | New | 26,855 | 870 | 0.01% | — | 111 | +26,855 | New | Q3 2026 | Oct 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,511 | 842 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | No change | 18,462 | 795 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 18,221 | 784 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,585 | 756 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Treasurer of the State of North Carolina | History | No change | 17,098 | 736 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 16,727 | 719 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 16,341 | 703 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,149 | 694 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 16,055 | 691 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sciencast Management LP | History | No change | 16,066 | 691 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACQUARIE GROUP LTD | History | No change | 15,149 | 651 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Renaissance Capital LLC | History | Reduced | 19,987 | 647 | 0.45% | 0.49% | 123 | -494 | -2.41% | Q3 2026 | Oct 23, 2026 |
| Venturi Wealth Management, LLC | History | No change | 13,554 | 583 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,650 | 501 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,631 | 500 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 14,350 | 465 | 0.31% | 0.41% | 127 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 10,744 | 462 | 0.22% | 0.22% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 10,425 | 448 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 12,766 | 436 | 0.01% | — | 130 | +12,766 | New | Q3 2026 | Oct 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 10,051 | 432 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qsemble Capital Management, LP | History | No change | 9,743 | 419 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WINTON GROUP Ltd | History | No change | 9,700 | 417 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 9,614 | 413 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 9,422 | 405 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 9,338 | 401 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 9,300 | 400 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,900 | 394 | 0.0% | — | 138 | +11,900 | New | Q3 2026 | Oct 13, 2026 |
| Frec Markets, Inc. | History | No change | 8,593 | 369 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sky Investment Group LLC | History | New | 9,727 | 315 | 0.03% | — | 140 | +9,727 | New | Q3 2026 | Oct 30, 2026 |
| Fieldview Capital Management, LLC | History | No change | 6,919 | 297 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIKER MANAGEMENT LLC | History | No change | 6,700 | 288 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 6,582 | 283 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 6,567 | 282 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hook Mill Capital Partners, LP | History | No change | 6,125 | 263 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,111 | 262 | 0.0% | — | 146 | +8,111 | New | Q3 2026 | Oct 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 5,875 | 252 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 5,729 | 246 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 5,493 | 236 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 5,421 | 233 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,300 | 228 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 5,253 | 226 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 5,235 | 225 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 5,200 | 223 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 5,155 | 221 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,090 | 219 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,851 | 208 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,817 | 207 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,767 | 205 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,684 | 201 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 4,540 | 195 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,243 | 183 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,348 | 144 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 4,296 | 139 | 0.0% | 0.0% | 164 | +3,449 | 407.2% | Q3 2026 | Oct 30, 2026 |
| WESTPAC BANKING CORP | History | No change | 2,946 | 126 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,550 | 109 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Added to | 3,230 | 104 | 0.01% | 0.01% | 167 | +30 | 0.94% | Q3 2026 | Oct 28, 2026 |
| Quarry LP | History | No change | 2,336 | 100 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 2,985 | 96 | 0.0% | — | 169 | +2,985 | New | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,802 | 77 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,889 | 61 | 0.01% | 0.0% | 171 | +1,283 | 211.72% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,241 | 53 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Berkom & Associates Inc. | History | New | 1,530 | 50 | 0.0% | — | 174 | +1,530 | New | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 1,531 | 50 | 0.03% | 0.05% | 173 | -621 | -28.86% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,518 | 49 | 0.0% | 0.0% | 175 | +310 | 25.66% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,198 | 38 | 0.0% | 0.0% | 177 | +41 | 3.54% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 861 | 38 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 916 | 29 | 0.0% | 0.0% | 178 | -6,546 | -87.72% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 883 | 28 | 0.0% | 0.0% | 180 | -101 | -10.26% | Q3 2026 | Oct 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 655 | 28 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | New | 847 | 27 | 0.0% | — | 182 | +847 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 836 | 27 | 0.0% | 0.0% | 181 | +686 | 457.33% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 797 | 25 | 0.0% | 0.0% | 183 | +76 | 10.54% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 567 | 24 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Added to | 703 | 22 | 0.01% | 0.0% | 185 | +564 | 405.76% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 602 | 19 | 0.0% | — | 187 | +602 | New | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 460 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | No change | 500 | 16 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 356 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 370 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 430 | 13 | 0.0% | 0.0% | 191 | -70 | -14.0% | Q3 2026 | Oct 01, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 400 | 13 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 279 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 251 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 234 | 10 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 317 | 10 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 302 | 9 | 0.0% | 0.0% | 199 | +130 | 75.58% | Q3 2026 | Oct 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 300 | 9 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 250 | 8 | 0.0% | 0.01% | 203 | -77 | -23.55% | Q3 2026 | Oct 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 265 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 197 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 203 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 225 | 7 | 0.0% | 0.0% | 204 | +159 | 240.91% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 214 | 6 | 0.0% | — | 205 | +210 | 5250.0% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 127 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 126 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 141 | 4 | 0.0% | — | 215 | +141 | New | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 133 | 4 | 0.0% | — | 214 | +133 | New | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 97 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | Reduced | 93 | 3 | 0.0% | 0.01% | 218 | -692 | -88.15% | Q3 2026 | Oct 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 108 | 3 | 0.0% | — | 219 | +108 | New | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CVA Family Office, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 92 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 56 | 1 | 0.0% | 0.0% | 228 | -80 | -58.82% | Q3 2026 | Oct 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 48 | 1 | 0.0% | — | 233 | +48 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 229 | +4 | 11.43% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 43 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 45 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 30 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.06% | — | -1,600,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,200 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -11,066 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,506 | -100.0% | Q3 2026 | Nov 02, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.07% | — | -8,883 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,687 | -100.0% | Q3 2026 | Nov 05, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,488 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,263 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 05, 2026 |
| Wilkerson Advisory Group LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 23 | 0 | — | — | — | +14 | 155.56% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Elyxium Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q3 2026 | Oct 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q3 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SWAN Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Portfolio Services LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |